Jesus Alejandro Rodriguez

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2022 → 07/2023
  First Command Brokerage Services, Inc.
  Fort Worth, TX
• 02/2020 → 09/2022
  Serco Inc.
  Columbia, MD
• 01/2015 → 01/2020
  National Security Agency
  Fort George G. Meade, MD
• 08/2017 → Present
  Innovative Sprocket Llc
  Hanover, MD
• 07/2023 → 06/2025
  First Command Brokerage Services, Inc.
  Fort Worth, TX
• 07/2023 → 06/2025
  First Command Advisory Services, Inc.
  Fort Worth, TX
• 07/2023 → 06/2025
  First Command Insurance Services, Inc.
  Fort Worth, TX
• 06/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Glen Burnie, MD
• 09/2025 → Present
  Bank Of America, N.A.
  Glen Burnie, MD

Previous Registrations

• 2023-07-13 → 2025-07-08
  First Command Advisory Services
  Fort Worth, TX
  Odenton, MD
  Hanover, MD

Other Businesses

I*2591304, Entity Type: Entity For Profit, Name of OBA: Innovative Sprocket LLC, Address: Hanover, Maryland, 21076, Investment Related: N, Position, Title, Association: ["Owner"], Employee State Date: 08/04/2017, No Hours: 6 Monthly, No Hours during Trading: 0 Monthly, Duties: I am the sole proprietor of this business. Sell vehicle accessory products

Exams

• S66 Uniform Combined State Law Examination
  2023-07-03

Other Names

• Jesse Rodriguez
• Jesus A. Rodriguez